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Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars.

Estate and Trust Taxes

Estates and Trusts Tax Planning and CPA Services in Woodland Hills

Estate planning and the distribution of your assets and property to loved ones can be a difficult and overwhelming process in many ways. Trust management is another complicated task entrusted to someone who will care for assets until the time for distribution arrives.

J.M.ROSE is an experienced CPA tax accounting firm located in Woodland Hills. Founder, Jeff Rose is experienced in working alongside lawyers to simplify tax planning and preparation matters associated with estates and trusts. J.M.ROSE has provided estate and trust tax services to California residents in Woodland Hills and surrounding San Fernando Valley areas for more than 45 years.

San Fernando Valley Estate Planning

When it comes to estate planning, every situation is different.  Jeff Rose will get to know you and your family situation to learn how your specific circumstances are unique so we can provide sound tax planning and preparation recommendations. He understands that you don’t want to leave your loved ones in an IRS conundrum. If you are in need of a lawyer to help draw up paperwork, J.M.ROSE will connect you to a trusted source.

The team at J.M.ROSE is qualified to review your estate planning documents, including current wills, healthcare proxies, powers of attorney and trusts.  We'll also assist in drafting a plan to lessen taxes and avoid probate problems and expenses at the time of property distribution. 

Tax Services for Trusts

Clients come to J.M.ROSE with questions and concerns about the trusts they manage. Common trust accounting questions include:

- Can this trust be revoked?

- Are modifications allowed?

- Are there trust tax deductions?

- What is the difference between a simple and a complex trust?

- What IRS Forms do I need to fill out?

J.M.ROSE is a San Fernando Valley CPA firm working to keep you and your assets out of probate court. Jeff Rose will help you establish college funds, make charitable donations that will positively influence your taxes, and keep account managers and beneficiaries tax compliant.

Dedicated Woodland Hills CPA

If you live in Woodland Hills, Sherman Oaks, Encino, Tarzana, Calabasas, North Hollywood or the San Fernando Valley, and you need to find out how our estate and trust tax services can help you and your family, please contact us today.

QuickBooks Certified ProAdvisor  Member of AICPA


What Others Say

"Received notice that I was being audited, went on line found J.M.ROSE, called and asked for help. They met with me, told me how to prepare for the audit, and then went and met with the IRS for me. The results was great, they made me feel at ease and made a believer in me" - John Jones

"Thank you for the confirmation. Good idea to do this. You are the MASTER in customer service!" - Bob

"Thank you very much Jeff! That was very helpful and got me out of a bind. Also, thanks for your work on our 2014 returns. As always, we are very pleased with the level of service you provide. Take care." - Visha